2023 Form 5500 filing — Bethlehem Construction, Inc.401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930150354NAL0005698497001) for Bethlehem Construction, Inc.401(K) Plan, reported by Bethlehem Construction, Inc. under EIN 91-1116560 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930150354NAL0005698497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethlehem Construction, Inc.
- EIN
- 91-1116560
- Plan number
- 001
- Location
- Cashmere, WA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $753,550
- Net assets (EOY)
- $753,550
- Employer contributions
- $113,558
- Participant contributions
- $207,520
- Total income / additions
- $415,848
- Benefits paid
- $93,820
- Administrative expenses
- $16,748
- Total expenses
- $110,568
- Net increase / (decrease)
- $305,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | ADVISOR | $12,021 | $0 |
| Hunnex & Shoemaker, Inc. | NONE | $3,583 | $0 |
| M Holdings Securities, Inc. | not reported in the loaded dataset | $1,144 | $0 |
| Standard Retirement Services | NONE | $0 | $126 |